Inbound Sales Consultant - TX

Vanguard•Dallas, TX

64d•$60,000 - $75,000

About The Position

To promote Vanguard's broad array of products and services to prospects and clients for the purpose of winning new business. To uncover and understand prospect and client needs and position the appropriate features and benefits of Vanguard products and services to grow the business. This position encompasses a sales and education component to share knowledge of multiple Vanguard services to existing and prospective clients. Advance your career and our mission At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail investors and the voice of our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our "crew," as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community. Make success accessible to everyone Are you passionate about serving others? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility -- and you could launch a dynamic career. We'll be there to support you as you turn your ambitions into action.

Requirements

Undergraduate degree or equivalent combination of training and experience.
Minimum of one-year related work experience. Sales experience preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines.
The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date
Ability to deliver an exceptional investor experience.
Ability to consistently drive strong sales outcomes.
Ability to manage internal relationships with key business partners to complete the sale.
Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking.
Excellent oral and written communication skills.
Strong problem-solving and time management skills.
Comfort with phone and digital channels in which clients engage with Vanguard.

Nice To Haves

Contact center experience preferred.

Responsibilities

Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives.
Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs.
Identify investors' non-Vanguard assets, conduct advanced needs analysis of clients' financial situation, and provide clients with Vanguard's value proposition to win additional business.
Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale.

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